What You'll Learn
- The Basics
- Using the nonprofit menu
- Understanding the financial statements of a nonprofit (what you really NEED to know)
- Unified chart of accounts (UCOA)
- Nonprofit forms and letters
- Setting up accounts for different nonprofits (such as traditional charities, membership associations, houses of worship, performing arts organizations, private schools, and even governmental agencies)
- Setting up programs
- Entering grants
- What's a form 990?
- Tracking Income
- Setting up members and donors
- Recording individual donations
- Recording lump sum donations
- Tracking and receiving grants
- Receiving general contributions
- Making deposits
- Tracking Expenses
- Setting up vendors and employees
- Entering and paying bills
- Writing checks
- Using an outside payroll service
- Paying employees
- Paying payroll taxes
- Tracking volunteer time
- Classifying expenses and payroll by program
- Allocating expenses by percentage to programs
- Standard Reports for Nonprofits
- Basic profit & loss statement
- Profit & loss statement by month and by program
- Budget vs. actual reports
- Year-end financial statements for auditors, directors and accountant (for 990 tax form)
- Customizing QuickBooks
- Adding, deleting, resizing, and reordering columns on reports
- Filtering and formatting reports
- Saving reports and creating memorized report groups
- Customizing forms
- Creating and using custom fields
- Exporting reports to Excel
- Advanced Budgeting
- Entering and reviewing budgets
- Copying prior year's budgets
- Modifying budgets using Excel
- Importing an Excel budget
- Tracking budgets by program
- Entering budgets by grant
- Preparing budget reports for the board of directors
- Generating budget vs. actual reports
- Entering pledges
- Reports of outstanding pledges
- Sending reminder letter for overdue pledges
- Membership Organizations
- Invoicing for membership organizations
- Setting up members
- Reports of past due, dues
- Sending renewals
- In-Kind Contributions
- Understanding in-kind contributions
- Accounting for in-kind contributions
- Matching Grants
- Setting up Matching Grants
- Recording donations and pledges for matching grants
- Reports for matching grants
- Capital Campaigns
- Creating a capital campaign
- Setting up the appropriate accounts, classes, and budgets for a capital campaign
- Entering pledges, individual contributions, and lump-sum contributions for a capital campaign
- Recording year-end adjustments
- Reports for capital campaigns
- Special Events
- Creating a special event
- Setting up the appropriate accounts, items, and budgets for a special event
- Accounting for sponsorship activities
- Entering ticket sales
- Tracking in-kind contributions, lump-sum deposits, and expenses for a special event
- Reports for special events
- Direct Mail Pieces (fundraising letters)
- Creating fundraising letters
- Creating accounts and items for letters
- 2 methods for entering income from letters
- Accounting for expenses
- Reports for fundraising letters
- Fiscal Sponsorships
- Creating accounts, items, and customers for fiscal sponsorships
- 2 methods for entering income
- Accounting for payments
- Reports for fiscal sponsorships
- Tracking Donors/Volunteers
- Entering information for donors and volunteers
- Sending letters to donors
- Year-end reports for donors
- Tracking time for volunteers
- Houses of Worship
- Running the profit & loss statement by committee
- Creating special accounts and budgets
- Reports for Houses of Worship
- Tracking Funds
- Creating classes and accounts for funds
- Entering transactions to funds
- Recording beginning fund balances
- Reviewing fund balances
- Advanced Features
- Using QuickBooks on a network (multi-user)
- Password protecting QuickBooks
- Updating QuickBooks
- Protecting your QuickBooks data
- Setting up payroll
- Entering employees
- Setting up payroll items
- Tracking and invoicing time
- Processing paychecks
- Modifying paychecks
- Making tax deposits
- Preparing tax forms
- Tricky Transactions
- Using online banking
- Handling bounced checks...easily
- Entering customer down payments/deposits
- Setting up automatic transactions (memorizing transactions)
- Using credit cards
- Entering purchase orders
- Receiving inventory
- Adjusting inventory quantities
This course is perfectly suited for:
- New and intermediate QB users
- Non-profit organizations
- Users tracking donations, contributions and grants
- Managing expenses for non-profits
- Houses of worship, NGO's and other non-profits
How does the OnDemand class work?
After you place your order, you receive log-in credentials for the course via email. Follow the link in the email, type your user name and password, and start learning!
What do I need to take the live online class?
You need high-speed Internet and computer speakers or headphones.
Do I need QuickBooks on my computer?
I didn't receive my log-in information . What should I do?
Please call our office at 800-564-2688.
Do I need special software to attend online class?
No. The course plays in your internet browser.
Do you offer a money back guarantee on your OnDemand training?
Absolutely! If you are not completely satisfied with the training, send us an email or call us within 30 days and you will receive a full refund (minus a processing fee of $15). We stand behind our classes. No hassle. No question.
Does your training cover the most current version of QuickBooks?
Yes! We always teach the most current version. Don’t worry if you have an older version. Older versions work basically the same way and you’ll learn new and improved features!
Are the training courses hands-on?
Yes. If you have QuickBooks installed on your computer, you can pause the class and switch to QuickBooks to practice hands-on.
How many people can view the training with me?
When you purchase the course, you purchase the right for one person to view the course. To add other students, please call us at 800-564-2688.